-
Cottage Medical Group seeks a Clinical Concierge (Licensed Vocational Nurse-Certified Medical Assistant) for their CMG Cottage Urgent Care-San Luis Obispo-Marigold Center responsible for registering, collecting payments, rooming, assisting the provider with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
This position is a vital part of the office team that cares for patients in the clinical setting working under the direction of the Site Manager and the on-duty provider and works closely with the provider and other clinical staff.
Responsibilities include:
* The Clinical Concierge is responsible for a variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
* The Clinical Concierge is responsible for assisting the provider with front office and back-office duties in the outpatient management of patients on a rotating basis.
Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Successful completion of a Vocational Nurse or Medical Assistant education program or 2 years of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: California licensure as a Licensed Vocational Nurse (LVN) or Medical Assistant certification, and American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of electronic medical record, preferably Epic.
Basic computer/email skills.
* Preferred: Ability to perform phlebotomy and administer injections.
Years of Related Work Experience:
* Preferred: 1 year of experience as an LVN, medical assistant, or equivalent, including previous experience with an electronic health record and phlebotomy.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands ...
....Read more...
Type: Permanent Location: San Luis Obispo, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:56:02
-
Santa Barbara Cottage Hospital is currently seeking a Clinical Nurse Manager for our Oncology Department and Infusion Suite.
The Clinical Manager is the first line manager responsible for the 24-hour functioning of the units.
The Santa Barbara Cottage Hospital Oncology floor is a 32-bed dedicated unit caring for patients with cancer who live in the many communities along the Central Coast of California.
The Infusion Suite is a 12 chair out-patient unit providing a variety of Intravenous mediations seven days a week from 7:00 AM to 7:00 PM.
Nurses are trained and certified to administer chemotherapy/biotherapy and support the staff to become Oncology Certified Nurses.
We are committed to providing excellent patient care in a supportive and nurturing environment and we are especially proud of our close collaboration with our oncologists, the Palliative Care team, and other departments and staff.
Major Accountabilities/Specific Job Competencies
Clinical Management
• Provides clinical consultation and supervision to nursing personnel and other staff as appropriate.
• Participates in the clinical operations and patient care activities within the unit.
• Assures patient care is consistently provided in accordance with organizational/system-wide accepted standards of care and practice.
• Demonstrates effective management of staffing resources by providing for appropriate skill mix and numbers of staff for the service.
• Models expert decision-making, collaboration and negotiation skills at both service and organizational levels in strategizing to maximize patient outcomes and resource utilization.
• Actively participates in work processes and system redesign.
Creates a sense of partnership and collegiality with care team staff and managers through consensus building, role clarification and outcomes measurement activities.
• Empowers point-of-service staff in decision-making/problem-solving through shared governance with an aim of clinical quality, service excellence, cost-effectiveness and continuity in care.
• Follows up on any unusual occurrences or untoward incidents involving patients, employees, or applicable equipment/instruments or supplies.
• Collaborates in the identification, investigation and implementation of improvement opportunities directly related to professional/patient care practices and patient outcomes.
• Utilizes current quality improvement/problem solving knowledge and skills in day-to-day operations and strategic planning.
• Makes recommendations concerning new or revised policies and procedures involving all aspects of patient care, and personnel.
Clarifies and supports existing policies and procedures.
Fiscal/Resource Management
• Provides ongoing interpretation of financial and clinical data for service to facilitate understanding of the impact of their clinical service practice to the financial goals of the organization.
• Analyzes population-specific data to identify service/program opportun...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:56:01
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Rancho Cucamonga, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:59
-
* Treat patients as directed by the Occupational Therapist.
* Record daily treatment notes and weekly progress notes per OT Board.
* Treat patients per the physician treatment plan.
* Assist nursing department with training of Restorative Aides.
* Communicate with supervisor and other health team members regarding patient progress, problem and plans.
* Participate in in services training program for other staff in the facility.
* Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Occupational Therapy Board State Practice Act and governmental and third party payer requirements.
* Record treatment changes per policy and procedures.
* Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
* Participate in discharge planning.
* Assist with cleaning and maintenance of treatment area.
* Report any problems with department equipment so that it is maintained in good working order.
* Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional colleagues.
Qualification Education and/or Experience
* Licensed as a Staff Occupational Therapy Assistant Board of the State.
* Proficient in computer skills such as inputting data into programs such as Casamba and Point Click Care.
* Language Skills Ability to read technical procedures.
* Ability to read and comprehend policy and procedure manuals.
* Ability to effectively present information and respond to questions from managers, coworkers and families.
Certificates, Licenses, Registrations
* Licensed as an Occupational Therapist Assistant in the state.
* Employee must meet continue education requirements per state practices.
Must maintain a license in good standing at all time with the state board.
Physical Demands
* The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very frequently.
Tasting and /or smelling very frequently.
Exerting in excess of 100 pounds of force occasionally, and or excess of 50 pounds of force frequently, and/or excess of 20 pounds of force constant to move objects.
Climbing, balancing, stooping, kneeling, crouching or crawling occasionally.
Close, distance, color, peripheral, and depth perception in vision: ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually low to moderate.
Additional Informati...
....Read more...
Type: Permanent Location: Poway, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:54
-
Every effort has been made to identify the essential functions of this position.
However, it in no way states or implies that these are the only duties you will be required to perform.
The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.
Administrative Functions Direct the day to day functions of the nursing assistants in accordance with current rules, regulations, and guidelines that govern the long term care facility.
Ensure that all nursing personnel assigned to you comply with the written policies and procedures established by this facility.
Periodically review the department's policies, procedure manuals, job descriptions, etc.
Make recommendations for revisions.
Meet with your assigned nursing staff, as well as support personnel, in planning the shifts' services, programs, and activities.
Ensure that the Nursing Service Procedures Manual is current and reflects the day to day nursing procedures performed in this facility.
Ensure that all nursing service personnel comply with the procedures set forth in the Nursing Service Procedures Manual.
Make written and oral reports/recommendations concerning the activities of your shift as required.
Cooperate with other resident services when coordinating nursing services to ensure that the resident's total regimen of care is maintained.
Ensure that all nursing service personnel are in compliance with their respective job descriptions.
Participate in the development, maintenance, and implementation of the facility's quality assurance program for the nursing service department.
Participate in facility surveys (inspections) made by authorized government agencies as may be requested.
Periodically review the resident's written discharge plan.
Participate in the updating of the resident's written discharge plan as required.
Assist in planning the nursing services portion of the resident's discharge plan as necessary.
Interpret the department's policies and procedures to personnel, residents, visitors, and government agencies as required.
Admit, transfer, and discharge residents as required.
Complete accident/incident reports as necessary.
Write resident charge slips and forward to the Business Office.
Maintain the Daily Census Report and submit to the Business Office as required.
Perform administrative duties such as completing medical forms, reports, evaluations, studies, charting, etc., as necessary.
Agree not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Administrator.• Agree not to disclose resident's protected health information and promptly report suspected or known violations of such disclosure to the Administrator.
Report any known or suspected unauthorized attempt to access facility's information system.
Charting and Documentation Complete and file required recordke...
....Read more...
Type: Permanent Location: Perrysburg, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:54
-
Provide general administrative and clerical support.
Greet and welcome patients, clients, and other visitors with a friendly and positive demeanor.
Answer telephone calls and take messages or forward calls.
Check visitors in and direct or escort them to specific destinations; Inform other employees of visitors' arrivals and cancellations.
Maintain visitor sign in log.
Handle incoming and outgoing mail Schedule appointments and maintain meeting room bookings.
Maintain and tidy the reception area.
Perform other duties as assigned.
Agree not to disclose resident's protected health information and promptly report suspected or known violations of such disclosure to the Administrator.
Maintain the confidentiality of all resident care information including protected health information.
Report known or suspected incidents of unauthorized disclosure of such information.
Supervisory Requirements This position has no supervisor responsibilities Qualification Education and/or Experience Must possess, as a minimum, a high school diploma or GED.
Previous administrative or receptionist experience preferred.
Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from managers and employees.
Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations To perform this job successfully, an individual must have basic knowledge of Microsoft Suite products, clerical functions and multiline phone system.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds.
Prolonged use of a desktop or laptop computer.
While performing the duties of this job, the employee is regularly required to sit, stand, walk, and talk, read or hear.
Frequent use of all office related equipment to include; copier/scanner/fax, telephone, and calculator.
No travel required Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is typicall...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:53
-
Evaluate patients within twenty four (24) hours, or 1 business day of physician referral.
If unable to complete evaluation in 24 hours, documentation in medical record clearly defines cause for delay.
Develop effective treatment plan and obtain approval for services from referring physician.
Treat patients per the physician treatment plan.
Supervise Speech Language Pathologist Assistants in direct patient care and patient related activities, following state practice act.
Communicate with supervisor and other health team members regarding patient progress, problem and plans.
Participate in Patient Care Conferences, Utilization Review meetings and Rehabilitation Conferences as needed.
Participate in in services training program for other staff in the facility.
Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Speech and Language Pathologist in the Board State Practice Act and governmental and third party payer requirements.
Record treatment changes per policy and procedures.
Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
Participate in discharge planning.
Act as a clinical preceptor for affiliating CFY/RFP Speech Language Pathologist and student programs.
Comply with the Speech Language Pathology and Audiology Bureau State Practice Act and the facility policy and procedures.
Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional colleagues.
Supervisory Requirements Supervises CFY - Speech Clinical Fellows, if applicable, and assists nursing with training of Restorative Aides.
Qualification Education and/or Experience Bachelor's degree in Speech Language Pathologist Therapy, prefer graduates of Masters or Doctorate Program in Speech Language Therapy.
Proficient in computer skills such as inputting data into programs such as Casamba and Point Click Care.
Language Skills Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to effectively present information and respond to questions from managers, coworkers and families.
Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations Licensed as an Speech Therapist in the state.
Employee must meet continue education requirements per state practices.
Must maintain a license in good standing at all time with the state board.
Physical Demands The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushing/pulling very frequently.
Talking and /or hearing very fr...
....Read more...
Type: Permanent Location: La Grange, US-KY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:51
-
Maintain all public and common areas throughout the day including lobby, restrooms, drinking fountains and floors.
Maintain the cleanliness of resident rooms and bathrooms.
Maintain handrails to ensure they are clean and free of debris.
Clean and remove dust, dirt or food off walls, mirrors, windows, light fixtures.
towel bars, towel dispensers.
Empty trash cans and replace liners.
Sweep and mop floors.
Utilize proper safety measures when cleaning, including the use of caution signage and keeping supplies and chemicals out of reach of the residents.
Use supplies and equipment in a safe manner by following the user manual instructions.
Maintain housekeeping carts, equipment and storage areas in a safe, sanitary, clean and orderly manner.
Notify the Director of Housekeeping, Administrator, or Director of Nursing immediately regarding resident safety issues or concerns.
Notify the Director of Housekeeping when supplies are needing replenished.
Excellent customer skills and positive attitude.
Excellent time management skills.
Ability to work independently or with a team.
Supervisory Requirements This position does not have any supervisory responsibilities.
Qualification Education and/or Experience Minimum requirement to perform the essential functions of this position is a High School Diploma or a GED.
Experience working in a long term care facility preferred.
Language Skills Ability to read and understand procedure and instruction manuals and directions.
Mathematical Skills Basic math skills of addition, subtraction, multiplication and division.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations Fluent in written and spoken English.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 25 pounds.
While performing the duties of this job, the employee is regularly required to sit, kneel, stand, walk and talk, read or hear.
Some use of office related equipment to include; copier/scanner/fax, telephone, calculator Daily use of housekeeping supplies and equipment.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The smell and noise level in the work environment is usually low to moderate.
Additional Information Note: Nothing in this job specification restricts management's right to assign or r...
....Read more...
Type: Permanent Location: Perrysburg, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:50
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Bonita, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:49
-
Reports to: Director of Nursing
Full Wage Range: $17.50 to $24.50
Full job description:
General Purpose
The primary purpose of your job position is to provide each of your assigned residents with routine daily nursing care and services in accordance with the resident's assessment and care plan, and as may be directed by
your supervisors.
Essential Duties
• Use the wristband or photo card file to identify residents before administering treatments, serving meals, etc., as necessary.
• Use only authorized abbreviations established by this facility when recording information.
• Report all changes in the resident's condition to the Nurse Supervisor/Charge Nurse as soon as practical.
• Record all entries on flow sheets, notes, charts, etc., in an informative, descriptive manner.
• Report all accidents and incidents you observe on the shift that they occur.
• Agree not to disclose resident's protected health information and promptly report suspected or known violations of such disclosure to the Administrator.
• Report any known or suspected unauthorized attempt to access facility's information system.
• Perform only those nursing care procedures that you have been trained to do.
• Ensure that the resident's room is ready for receiving the resident (i.e., bed made, name tags up, admission kit available, etc.).
• Greet residents and escort them to their room.
• Introduce resident to his/her roommate, if any, and other residents and personnel as appropriate.
• Make resident comfortable.
• Inventory and mark the resident's personal possessions as instructed.
• Store resident's clothing.
• Assist residents with packing their personal possessions when they are being transferred to a new room, or when being discharged.
• Transport residents to new rooms or to the receiving area.
• Assist with loading/unloading residents' to/from vehicles as necessary.
• Create and maintain an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift.
• Meet with your shift's nursing personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services.
• Report all complaints and grievances made by the resident.
• Participate in and receive the nursing report as instructed.
• Follow established policies concerning exposure to blood/body fluids.
• Make beds as instructed.
• Put extra covers on beds as requested.
• Measure and record temperatures, pulses, and respirations (TPRs) of residents, as instructed.
Weigh and measure residents as instructed.
• Ensure that residents who are unable to call for help are checked frequently.
• Answer resident calls promptly.
• Check residents routinely to ensure that their personal care needs are being met.
• Assist residents with identifying food arrangements (i.e., informing resident with sight problem of foods that are on his/her tray, where it is lo...
....Read more...
Type: Permanent Location: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:48
-
The Chief Data & Analytics Office (CDAO) at JPMorganChase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly.
As a Vice President of Product Marketing within the AI Solutions and Business Enablement team, you will be instrumental in advancing the dynamic projects of the LLM Suite team.
We seek an individual who has strong experience in video and content creation, coupled with a deep interest in GenAI and finance.
In this role, you will be responsible for creating a high volume of marketing content, including videos, articles, and newsletters, that aligns with our business priorities.
You should have a deep knowledge of Content Management Systems (CMS) platforms, namely Adobe Experience Manager, as you will be tasked with updating and maintaining our websites effectively.
Job responsibilities
* Craft compelling messaging and content strategies that resonate with internal stakeholders and business units
* Lead the strategy and execution of internal community campaigns to enhance adoption, engagement, and awareness of the LLM Suite within the organization through owned and operated channels
* Manage internal communication channels to maximize reach and impact, ensuring all employees understand and are excited about the digital products and their use cases
* Write, edit, and contribute to the design and launch of direct marketing campaigns (email), digital channels (web, online advertising, social media), global and regional marketing materials, and product videos/interactive help guides
* Collaborate with Data and AI leads, tech teams, and business leaders to ensure cohesive and effective marketing plans and results
* Conduct educational sessions and workshops to accelerate the development and adoption of digital products within the firm
Required qualifications, capabilities, and skills
* Bachelor's degree in Business, Marketing, Advertising, Communications, or a related field
* 6+ years' experience of marketing SaaS, digital products, or technological solutions
* Proficiency with Content Management Systems (CMS), such as Adobe Experience Management (AEM)
* Exceptional written and verbal communication skills, with the ability to create clear, persuasive, and detailed marketing materials and presentations for an internal audience
* Proven ability to lead marketing initiatives and work collaboratively across diverse teams within a large organization
Preferred qualifications, capabilities, and skills
* Graduate degree in Busi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:47
-
Evaluate patients within twenty four (24) hours, or 1 business day of physician referral.
If unable to complete evaluation in 24 hours, documentation in medical record clearly defines cause for delay.
Develop effective treatment plan and obtain approval for services from referring physician.
Treat patients per the physician treatment plan.
Assist nursing department with training of Restorative Aides.
Supervise Occupational Therapy Assistants in direct patient care and patient related activities, following state practice act.
Communicate with supervisor and other health team members regarding patient progress, problem and plans.
Participate in Patient Care Conferences, Utilization Review meetings and Rehabilitation Conferences as needed.
Participate in in services training program for other staff in the facility.
Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per Occupational Therapy Board State Practice Act and governmental and third party payer requirements.
Record treatment changes per policy and procedures.
Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for discharge from therapy services.
Participate in discharge planning.
Recommend and facilitate the ordering of necessary durable medical equipment for patients to facilitate independence in mobility; i.e., braces, walkers, canes, elevated toilet seats and grab bars.
Report any problems with department equipment so that it is maintained in good working order.
Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional colleagues.
Supervisory Requirements Supervises Certified Occupational Therapy Assistant (COTA), aides and students.
Qualification Education and/or Experience Bachelor's degree in Occupational Therapy, prefer graduates of Masters or Doctorate Program in Occupational Therapy.
Proficient in computer skills such as inputting data into programs such as Casamba and Point Click Care.
Language Skills Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to effectively present information and respond to questions from managers, coworkers and families.
Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations Licensed as an Occupational Therapist in the state.
Employee must meet continue education requirements per state practices.
Must maintain a license in good standing at all time with the state board.
Physical Demands The essential functions of this position require the following physical abilities: Standing and /or walking very frequently.
Sitting occasionally.
Reaching with hands and arms frequently, pushi...
....Read more...
Type: Permanent Location: Brownsville, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:45
-
We are seeking an Analyst to join our industry leading team.
Job Description
J.P.
Morgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense.
This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P.
Morgan's world-class banner.
The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:
* Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity.
Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
* Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
* Work closely with the group heads to establish ongoing processes and procedures
* Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
* Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
* Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
* Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
* Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Required qualifications, capabilities, and skills:
* Bachelors' degree in Finance, Economics, Business Administration, or a related field
* A minimum of 1 year of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
* Solid knowledge of corporate finance and accounting or an understandi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:45
-
General Purpose-
The Staff Physical Therapist evaluates and treats patients, communicates with families, physicians and other health team
members and maintains documentation of services in the medical records.
Conducts in-services and training for facility staff on
an ongoing basis
Essential Duties-
• Evaluate patients within twenty-four (24) hours, or 1 business day of physician referral.
If unable to complete
evaluation in 24 hours, documentation in medical record clearly defines cause for delay.
• Develop effective treatment plan and obtain approval for services from referring physician.
• Treat patients per the physician treatment plan.
• Assist nursing department with training of Restorative Aides.
• Supervise Physical Therapy Assistants in direct patient care and patient related activities, following state practice
act.
• Communicate with supervisor and other health team members regarding patient progress, problem and plans.
• Participate in Patient Care Conferences, Utilization Review meetings and Rehabilitation Conferences as needed.
• Participate in in-services training program for other staff in the facility.
• Record evaluations, daily treatment notes, weekly progress notes, recertification documentation, per PT Board
State Practice Act and governmental and third party payer requirements.
• Record treatment changes per policy and procedures.
• Instruct patient's families or nursing staff in maintenance program and caregiver training in preparation for
discharge from therapy services.
• Participate in discharge planning.
• Recommend and facilitate the ordering of necessary durable medical equipment for patients to facilitate
independence in mobility; i.e., braces, walkers, canes, elevated toilet seats and grab bars.
• Report any problems with department equipment so that it is maintained in good working order.
• Ability to relate positively, effectively, and appropriately with patients/residents, families, staff and professional
colleagues.
Education-
* Bachelor's degree in Physical Therapy, prefer graduates of Masters or
Doctorate Program in Physical Therapy.
Proficient in computer skills such as
inputting data into programs such as Casamba and Point Click Care
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:43
-
General Purpose
The primary purpose of your job position is to provide each of your assigned residents with routine daily nursing care and services in accordance with the resident's assessment and care plan, and as may be directed by
your supervisors.
Essential Duties
• Use the wristband or photo card file to identify residents before administering treatments, serving meals, etc., as necessary.
• Use only authorized abbreviations established by this facility when recording information.
• Report all changes in the resident's condition to the Nurse Supervisor/Charge Nurse as soon as practical.
• Record all entries on flow sheets, notes, charts, etc., in an informative, descriptive manner.
• Report all accidents and incidents you observe on the shift that they occur.
• Agree not to disclose resident's protected health information and promptly report suspected or known violations of such disclosure to the Administrator.
• Report any known or suspected unauthorized attempt to access facility's information system.
• Perform only those nursing care procedures that you have been trained to do.
• Ensure that the resident's room is ready for receiving the resident (i.e., bed made, name tags up, admission kit available, etc.).
• Greet residents and escort them to their room.
• Introduce resident to his/her roommate, if any, and other residents and personnel as appropriate.
• Make resident comfortable.
• Inventory and mark the resident's personal possessions as instructed.
• Store resident's clothing.
• Assist residents with packing their personal possessions when they are being transferred to a new room, or when being discharged.
• Transport residents to new rooms or to the receiving area.
• Assist with loading/unloading residents' to/from vehicles as necessary.
• Create and maintain an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift.
• Meet with your shift's nursing personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services.
• Report all complaints and grievances made by the resident.
• Participate in and receive the nursing report as instructed.
• Follow established policies concerning exposure to blood/body fluids.
• Make beds as instructed.
• Put extra covers on beds as requested.
• Measure and record temperatures, pulses, and respirations (TPRs) of residents, as instructed.
Weigh and measure residents as instructed.
• Ensure that residents who are unable to call for help are checked frequently.
• Answer resident calls promptly.
• Check residents routinely to ensure that their personal care needs are being met.
• Assist residents with identifying food arrangements (i.e., informing resident with sight problem of foods that are on his/her tray, where it is located, if it is hot/cold, etc.).
• Record the resident's food/fluid intake.
Report change...
....Read more...
Type: Permanent Location: Oregon City, US-OR
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:42
-
Manage the admissions process efficiently to ensure a positive experience for residents, families and supporting staff.
Planning, directing and monitoring the daily operations of the Admissions Department to ensure that budgeted resident census goals are met and that residents are admitted in a professional and efficient manner.
Admits Patients to the health care facility.
Screens patients by comparing patients' condition to admission criteria.
Admits patients by completing admission and financial responsibility forms.
Must have the ability to plan, organize, develop, implement, and interpret the programs, goals, objectives, policies, and procedures of the Sales and Marketing department.
Working collaboratively with leaders of other facility departments to ensure timely communication of appropriate information and to enhance the admissions experience of residents and their families.
Confirms that all insurance benefit coverage meets standards of admissions.
Coordination and arranging physical, social, emotional and support services requirements, including transportation.
Obtain applicant information by requesting completed applications and medical information; verifying and clarifying information; interviewing patients and family members; explaining admission criteria.
Maintains comprehensive understanding of facility services that can be provided to prospective residents and educates referral sources as appropriate.
Oversees the patients bed assignments and completion of preminary paperwork for admissions.
Obtain Applicant information by requesting complete applications and medical information; verifying and clarifying information; interviewing patients and family members; explaining admission criteria.
Completes additional facility specific ongoing tasks and projects as assigned by immediate supervisor Create and maintain an atmosphere of warmth, personal interest, and positive emphasis, as well as a calm environment throughout the facility Completes resident intake process.
Coordinates with Director of Nursing and/or Case Manager to assure appropriateness of facility admissions.
Maintains and communicates accurate record of bed availability Works to initiate, nurture and maintain contacts with physicians, social workers, and discharge planners as valued customers to maximize referrals and facilitate admissions; Must attend daily stand up meetings.
Be familiar with Standard Precautions, Exposure Control Plan, Fire Drill and Evacuation Procedures and know how to use the information Maintain the confidentiality of all resident care information including protected health information.
Report known or suspected incidents of unauthorized disclosure of such information.
Protects organization reputation by keeping information confidential.
As directed, assists in planning and execution of outreach events such as on site facility health fairs, educational programs, and other promotional events designed to attract hospital discharge planners, physicia...
....Read more...
Type: Permanent Location: El Cajon, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:41
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in rec...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:40
-
JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans for public and private companies.
Serving over 1,800 corporate clients, from start-ups to multinational corporations, we manage nearly $300 billion in assets for over 1 million employee participants worldwide.
We are a dedicated global team of over 1,000+ professionals at the forefront of transforming equity compensation worldwide.
As the Marketing Technology Lead, you will help to drive the strategy, roadmap, and execution of our martech stack .
In this pivotal role, you will orchestrate and drive the evolution of the martech ecosystem, aligning technical capabilities with marketing, data, compliance, and customer experience goals.
Your efforts will be crucial in scaling our cross-sell marketing capabilities for wealth management services and other firm offerings across multiple platforms, business lines, customer segments, and regions.
Job Responsibilities:
Product ownership and strategy
* Drive the strategic direction, roadmap and performance of the martech stack, including core platforms such as CDP, CRM, marketing automation, campaign orchestration, and analytics tools.
* Advocate for scalable, personalized cross-sell campaigns, ensuring that the martech stack supports interoperability across platforms, business units and segments.
* Translate business and marketing objectives into actionable product requirements and martech solutions that enable targeting, testing, and optimizations at scale.
* Maintain awareness of emerging marketing technologies and industry trends to ensure the martech stack remains cutting-edge and competitive.
Implementation and optimization
* Lead implementation and integration of tooling, partnering with Product, Engineering and vendors.
* Optimize platform configurations and data flows to ensure maximum campaign performance, reliability, and operational efficiency.
* Collaborate with Data, IT, and Engineering to operationalize marketing data pipelines, ensuring clean, reliable and privacy-compliant data.
Governance and compliance
* Embed governance policies defined by Legal, Compliance and Privacy teams into the martech stack configuration, including consent management, data residency, and PII access controls.
* Ensure martech tools and associated processes are aligned with regulatory requirements such as GDPR, CCPA, and internal security standards.
* Partner with Marketing on change management efforts related to the martech stack to ensure smooth transition of new technologies and processes.
Stakeholder leadership
* Serve as the bridge between Marketing, Product, Technology, Data Analytics, Legal, Compliance and Privacy to ensure alignment across campaigns, systems and governance.
* Partner with Marketing team to help them effectively use the stack as capabilities change and/or enhance.
Measure...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:37
-
This role offers a Sales leadership opportunity in Trade and Working Capital, where you will act as both the sector head for Technology, Media, and Communications (TMC) within JP Morgan's Global Corporate Bank (GCB) and as the primary sales manager for specific accounts.
As a Sales Leader within Trade & Working Capital, you will lead client engagements to identify and address needs through Trade & Working Capital solutions, driving successful sales outcomes.
You'll own client account planning, market execution, and serve as the primary liaison between Trade & Working Capital and its clients.
Your strategic vision will guide client targeting and relationship building, while originating new business through financial analysis and idea pitching to key executives.
Additionally, you'll enhance client satisfaction by cross-selling products that showcase the full value of the Payments franchise.
About the business: Trade & Working Capital (T&WC) is a strategic growth business within Payments.
The line of business structures and executes both Core Trade and Structured Working Capital solutions for clients.
Products/Structures include Supply Chain Finance, Receivables Finance, Sales Finance, Inventory Finance, Export Agency Finance, Letters of Credit, Trade Loans, and Bills of Exchange / Promissory Notes.
Job Responsibilities:
* Lead engagements with clients to identify opportunities for Trade & Working Capital solutions, driving successful sales outcomes.
* Serve as "Deal Team Captain" for structured off balance sheet lending facilities requiring coordination with clients, credit, risk, legal, and product
* Own client account planning and go to market execution, including driving the client coverage model and coordinating with Product partners, Corporate Bankers, Payment Sales, and Investment Bank Client Executives.
* Act as the primary touchpoint between Trade & Working Capital and its clients, leading coordination across functions for sales opportunities.
* Develop and execute the overall Trade & Working Capital TMC client strategy, including industry coverage and relationship building.
* Originate new business and pitch ideas to key executives such as CFOs, Treasurers, and CPOs.
* Cross-sell products to deliver the full value proposition of the Payments franchise.
* Engage with Global Banking teams to optimize lending relationships and client returns.
* Own strategic account planning, pipeline development, and alignment with Payments business objectives.
* Identify emerging client challenges and provide strategic input to shape the T&WC innovation agenda.
* Drive and manage the Sales team to achieve financial targets and ensure client satisfaction.
Required qualifications, skills and capabilities:
* 8+ years of Sales, Relationship Management experience.
* Strong working knowledge of the Trade and Working Capital Finance product set.
* Proven experience in managing client rela...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:36
-
In this role you will have the opportunity to lead a portfolio of strategic initiatives that address critical challenges to the firm.
As a Vice President on the Commercial & Investment Bank Strategy team, you will lead mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product; putting together strategic roadmaps by identifying unmet or emerging client needs; refining client segmentation and/or client coverage models; understanding emerging trends or new entrants; assessing operating models, including redesign or automation; and supporting the creation of CEO-level executive communications.
Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.
The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee.
The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services.
These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
Job responsibilities:
* Lead initiatives/projects to resolve diverse problems identified by senior managers of the Corporate & Investment Bank
* Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
* Develop "trusted advisor" relationships with multiple senior stakeholders
* Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
* Develop strategic presentations for both internal and external audiences
* Monitor industry trends and shares insightful reports and analyses with broader team and with senior executives
* Coach and mentor less experienced colleagues
* Create and/or contribute to an environment of collaboration and mutual responsibility
* Simultaneously work on multiple projects across the CIB organization
Required qualifications, capabilities, and skills:
* At least 6 years of experience from either a premier management consulting firm with experience as a Manager/Engagement Manager/Project Leader, or, investment banking (e.g., M&A, Coverage, Capital Markets) division with experience as a Manager
* Diverse strategic problem solving experience, such as leading multiple CEO/CFO level programs across the financial services sector
* An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate e...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:33
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Granite Bay, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:32
-
Join our dynamic Depositary Receipts Product team as a Product Transactions Manager, where you will lead business development initiatives and coordinate key corporate events.
Interface with risk, compliance, legal, and other internal control functions to research, develop, and articulate new business initiatives.
As a Product Transactions Manager on the Depositary Receipts Product team, you will drive and oversee various business development initiatives, including product and new market expansion.
You will coordinate various Corporate Events, including Onboardings, Corporate Actions, and Offboardings.
This position within the Depositary Receipts Group will require interface with key partner constituencies, in particular risk, compliance, legal, and other internal control functions, as you research, develop, and articulate new business initiatives and work to gain requisite approval for these projects.
Job responsibilities:
• Drive onboarding process, scoping and sizing each Depositary Receipts Program launch and responding to feedback requirements from external and internal clients.
• Support Sales and Relationship during Request for Proposal responses for new and existing business.
• Ensure all corporate action and operational issues are processed accurately and in a timely manner.
• Work closely with legal, compliance, and risk resources to analyze and develop optimal execution for complex corporate actions (e.g., cross-border mergers, capital restructurings).
• Advise clients on preferred structure and timing of corporate events.
• Establish and maintain strong relationships with market influencers, clearinghouses, and stock exchanges.
• Own corporate event end-to-end while keeping internal partners advised on all activities.
• Coordinate new product/market development process, scoping and sizing each initiative and responding to feedback/requirements from legal, risk, operations, and other key constituencies through the New Business Initiative process.
• Monitor regulatory and tax developments in the global equity capital markets and coordinate integrated business responses where needed (e.g., market alerts).
• Represent Depositary Receipts product and articulate Depositary Receipts project detail at regularly scheduled management forums.
• Coordinate Third Party Oversight activities for Depositary Receipts.
Required qualifications, capabilities, and skills:
• Well-organized, detail-oriented team player, and strong work ethic.
• Ideal candidate has 5+ years of experience in Corporate Actions role.
• Strong oral communication/presentation skills and excellent writing ability.
• Familiarity with Equities trading, Operations, and Custody product.
• Experience with Custody and Transfer Agency products.
• Experience in managing response to risk and/or compliance demands/requests.
• Ability to think critically and identify, research, and solve problems independently.
• Strong oral communication/presentati...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:31
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history ...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:30
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:29
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:28
